Description

MKS Instruments: Expanding Electronics and Packaging to Serve the Next Wave of AI Hardware!

MKS Instruments delivered a solid financial performance for the fourth quarter and full year 2025. The company reported year-over-year revenue growth of 10% and a corresponding increase in EPS by 20%, with free cash flow surging over 20%. Despite challenging trade policies and higher tariffs, MKS maintained robust gross margins, supported by a comprehensive product portfolio across its semiconductor and electronics & packaging segments. In the semiconductor segment, revenue reached $435 million in Q4, marking a 9% year-over-year increase. This growth was driven by strong demand in the DRAM and logic foundry markets, particularly for subsystems used in etch and deposition applications. The subsidiary business in plasma and reactive gases also saw significant momentum. However, the company experienced a stable yet stagnant trend in NAND-related activities. The Electronics & Packaging market delivered $303 million in revenue, demonstrating a substantial 19% increase from the previous year.